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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,842 | $86,050-71.1% | $189,758-86.9% | $94,015-73.6% |
| Participation rate | 58.3% | 68.9%-10.6pp | 79.8%-21.5pp | 70.8%-12.5pp |
| Annual return | 13.00% | 17.77%-4.8pp | 52.62%-39.6pp | 17.84%-4.8pp |
| Employer contribution / active EE | $658 | $2,819-76.7% | $4,767-86.2% | $2,790-76.4% |
| Participant deferral / active EE | $990 | $3,349-70.4% | $5,856-83.1% | $4,249-76.7% |
| Admin fee / account holder | $1,072 | $6,627-83.8% | $20,388-94.7% | $8,951-88.0% |